Morningstar

MFS Emerging Markets Equity Research Fund R3 EEMFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $11.76  /  +0.43 %
  • Fund Size $5.5M
  • Adjusted Expense Ratio 1.310%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.35%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis EEMFX

Will EEMFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EEMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EEMFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EEMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Emerging Markets Equity Research R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EEMFX

More EEMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

14.62 839,877
Technology

SK hynix Inc

6.56 376,730
Technology

Samsung Electronics Co Ltd Participating Preferred

5.54 318,056
Technology

Tencent Holdings Ltd

3.80 218,292
Communication Services

MediaTek Inc

2.56 147,323
Technology

China Construction Bank Corp Class H

2.38 136,686
Financial Services

Samsung Fire & Marine Insurance Co Ltd

2.30 132,164
Financial Services

ASE Technology Holding Co Ltd

2.25 129,256
Technology

Hon Hai Precision Industry Co Ltd

2.08 119,426
Technology

Alibaba Group Holding Ltd ADR

2.06 118,581
Consumer Cyclical

Sponsor Center